Tudor, Pickering, Holt & Co · consulting-deck
Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 78 slides
78 pages · 3 arc beats · 2 loops
Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 78 slides
Tudor, Pickering, Holt & Co · 2019-01 arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
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Deck intelligence map
3 coverage by narrative range · generated from this deck JSON
Narrative range 19 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 3 slides 100% 3/3 slides 100% 3/3 slides · 17 hits — 0/3 slides
66.7% 2/3 slides — 0/3 slides
100% 3/3 slides — 0/3 slides
Problem & Complication 5 slides 100% 5/5 slides 100% 5/5 slides · 23 hits — 0/5 slides
60% 3/5 slides — 0/5 slides
100% 5/5 slides — 0/5 slides
Solution & Approach 11 slides 100% 11/11 slides 100% 11/11 slides · 74 hits — 0/11 slides
— 0/11 slides
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100% 11/11 slides — 0/11 slides
Slide inventory
78 every slide · same image gating as the playbook
04
This slide serves as a change log for financial modeling assumptions and comparable company sets.summarize
Open slide detailBeat · Situation & Context
05
The slide details the financial terms and structural changes of a corporate transaction.summarize
Open slide detailBeat · Situation & Context
06
The slide uses a custom organizational structure diagram to map complex equity relationships between sponsors, management, and public shareholders.present_framework
07
The chart tracks total return on investment with dividends reinvested.compare_peers
08
Includes a data table summarizing key exchange ratio metrics at specific dates.analyze_data
09
The chart includes a secondary axis for the premium/discount spread and a data table summarizing values at two specific dates.analyze_data
11
Includes detailed valuation tables for EBITDA and DCF multiples, as well as distribution yield analysis.compare_peers
Open slide detailLoop · Mece Breakdown
12
Includes summary statistics (median/mean) for C-Corp, Affiliate, 3rd Party, and Overall categories.cite_precedent
Open slide detailLoop · Mece Breakdown
13
Includes sensitivity tables for discount rates vs multiples/yields and detailed DCF build-ups.analyze_data
Open slide detailLoop · Mece Breakdown
14
The chart displays three lines representing different yield scenarios (8%, 9%, 10%) over three years (2019E-2021E).quantify_impact
Open slide detailLoop · Mece Breakdown
15
Includes two sensitivity tables (matrix-nxn) and two supplemental calculation tables.analyze_data
Open slide detailLoop · Mece Breakdown
16
The chart illustrates the sensitivity of the future share price to different yield assumptions (8%, 9%, 10%) over the period 2019E-2021E.analyze_data
Open slide detailLoop · Mece Breakdown
17
Includes two sensitivity tables and two supplemental calculation tables for valuation.analyze_data
Open slide detailLoop · Mece Breakdown
18
The chart compares projected future values against a current unit price of $21.98.analyze_data
Open slide detailLoop · Mece Breakdown
20
Includes detailed footnotes explaining calculation methodologies for GP equity value, TEV, and CAFD.compare_peers
21
Includes sensitivity tables for discount rates vs multiples/yields and supplemental calculation details for equity value per share.analyze_data
22
The chart compares three yield scenarios (7%, 8%, 9%) against a current share price baseline.analyze_data
23
Includes sensitivity tables for discount rates vs multiples/yields and detailed DCF calculation steps.analyze_data
24
The chart displays three lines representing different yield scenarios (7%, 8%, 9%) against a baseline current share price.analyze_data
25
Includes sensitivity tables for discount rates vs multiples/yields and detailed DCF/distribution calculations.analyze_data
26
The chart illustrates valuation sensitivity to yield (7%, 8%, 9%) against a baseline current share price.quantify_impact
28
Includes valuation multiples (EBITDA, DCF, Yield) and transaction-specific equity/enterprise value calculations.analyze_data
Open slide detailBeat · Problem & Complication
29
The slide presents a detailed financial breakdown of ownership and exchange ratios, likely for a valuation or M&A context.analyze_data
Open slide detailBeat · Problem & Complication
30
Includes a 'Preliminary & Confidential' watermark and detailed methodology footnotes regarding DCF and distribution calculations.analyze_data
Open slide detailBeat · Problem & Complication
31
Includes footnotes regarding methodology for DCF and distribution calculations, and specific transaction details.analyze_data
Open slide detailBeat · Problem & Complication
32
The slide presents a sensitivity analysis of exchange ratios across different discount rates and volume scenarios.analyze_data
33
Includes summary statistics (Median, Mean) and specific transaction data for 'At Transaction' comparison.cite_precedent
35
Includes detailed exchange ratios, debt refinancing terms, and pro-forma ownership pie charts.analyze_data
Open slide detailBeat · Solution & Approach
36
Includes four line charts with corresponding data tables for each metric.analyze_data
Open slide detailBeat · Solution & Approach
37
Includes four line charts with corresponding data tables for 2019E-2022E projections.quantify_impact
Open slide detailBeat · Solution & Approach
38
Includes four line charts with corresponding data tables for 2019E-2022E projections.quantify_impact
Open slide detailBeat · Solution & Approach
39
Includes CAGR calculations and management coverage assumptions.analyze_data
Open slide detailBeat · Solution & Approach
40
Includes a disclaimer about revolver capacity and leverage covenants.analyze_data
Open slide detailBeat · Solution & Approach
41
The table includes columns for unit price, equity value, TEV, distribution yield, growth rates, and various valuation multiples (Equity/DCF, EV/EBITDA).compare_peers
Open slide detailBeat · Solution & Approach
42
The slide presents a series of sensitivity tables for valuation metrics (DCF, Distribution Analysis, Coverage).analyze_data
Open slide detailBeat · Solution & Approach
43
Includes sensitivity tables for DCF and Distribution Yields, plus a coverage ratio comparison table.analyze_data
Open slide detailBeat · Solution & Approach
44
Includes sensitivity tables for DCF and Distribution Analysis, plus a coverage ratio table.analyze_data
Open slide detailBeat · Solution & Approach
45
The slide uses a series of line charts to show valuation trends over time (2019E-2021E) at different yield levels (8%, 9%, 10% for SQ AM; 7%, 8.5%, 10% for PF Aanalyze_data
Open slide detailBeat · Solution & Approach
47
Includes sensitivity analysis for terminal yield (8%, 9%, 10%).analyze_data
Open slide detailLoop · Cost Of Inaction
48
Includes a sensitivity analysis for terminal yield (8%, 9%, 10%) and detailed tax calculations on capital and ordinary gains.analyze_data
Open slide detailLoop · Cost Of Inaction
49
Includes sensitivity analysis for terminal yield (8%, 9%, 10%).analyze_data
Open slide detailLoop · Cost Of Inaction
50
The slide includes a callout box explaining assumptions regarding AM current price and cash consideration for taxes.analyze_data
Open slide detailLoop · Cost Of Inaction
51
The slide presents a detailed DCF-style valuation table with projections from 2019E to 2022E and a terminal value calculation.analyze_data
Open slide detailLoop · Cost Of Inaction
52
Includes terminal yield calculation and discount factor application.analyze_data
Open slide detailLoop · Cost Of Inaction
53
The slide presents a complex financial model output comparing coverage ratios and implied values based on varying distribution yields.analyze_data
Open slide detailLoop · Cost Of Inaction
58
Includes a small table comparing cumulative free cash flow across upside, base, and downside cases.analyze_data
59
Includes a small table within the Free Cash Flow chart showing cumulative FCF for different cases.analyze_data
63
Includes detailed footnotes regarding valuation methodology and tax assumptions.analyze_data
64
Includes a disclaimer box in the top right and detailed footnotes at the bottom.analyze_data
65
Includes detailed footnotes regarding valuation methodology and tax assumptions.analyze_data
68
Includes CAGR calculations for the 2019E-2022E period for each metric and scenario.analyze_data
70
Includes a table of expected total returns for 9 companies and two sensitivity/calculation tables for cost of equity.compare_peers
72
The slide presents a financial benchmarking analysis of peer companies in the energy sector.compare_peers
73
The slide presents six distinct financial calculation blocks comparing low and high range estimates for cost of equity and cost of capital.analyze_data
75
The slide uses a multi-panel line chart to compare commodity price projections over a 4-year period (2019-2022).compare_options
76
The slide displays four line charts comparing historical and projected financial metrics under various management scenarios.analyze_data
77
The slide compares five different projection scenarios across two key financial metrics.analyze_data